Partner rules

Data-use & partner standards

Permitted use

Use a supplied inquiry only to evaluate and respond to the specific request for which it was provided.

Not permitted

Do not resell, publish, enrich for unrelated profiling or add supplied inquiries to unrelated marketing lists.

Security

Restrict access to people who need the information for the response and use reasonable safeguards.

Supplier accuracy

Suppliers must accurately describe portfolio coverage, pricing model, advisor compensation, availability process and booking restrictions. Do not treat routing through this site as verification or endorsement.